Rejection Code F8962-070 - software not saving my "no" answer to 1095-A Q

Forum|Forum|4 years ago
February 14, 2022
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Hi! My taxes keeping getting rejection code F8962-070. I have insurance through my employer and so I clicked "no" to the question "Did you receive a 1095-A?" But, when I save this info and move onto the next section of Turbo Tax, it automatically changed my answer to "yes" - and this means that my taxes keep getting the F8962-070 rejection error. Called customer service, and they were useless - the guy said I could print out my taxes and mail it in. Any fixes? I can't seem to get the software to keep my answer as "no." Software bug?

TurboTax Deluxe Online

AamilD

Level 9

The IRS is rejecting returns with this code because they believe you or someone on your return had insurance through the marketplace. If you had ACA in the past, you may still just be on their list.

You can try to enter $1 for the Form 1095-A. This will not affect anything on your return, but having the form there may get the IRS to accept your return. To do this take the following steps:

Click Deductions and Credits
Scroll down to Medical and Click Show More
Click Start or Revisit next to the ACA
As you walk through the questions, you will be asked if you received a 1095-A. If you did NOT, click YES.
Enter 0's for the Marketplace identifier and Policy number.
Enter $1 for January monthly premium amount and SLCSP
Walk through to the end and submit your return.

Magpie1481Author

Level 2

Thanks, but I don't want to say I received a 1095-A when I did not - that seems like a bad idea when dealing with the IRS. I had employer health insurance last year as well, and I did not have this problem with Turbo Tax so it seems like a software issue?

DawnC

Level 15

Have you deleted the Form 1095-A that was previously started? Try deleting the Form 1095-A from your return first. Then answer NO to the question and resubmit your return. If it gets rejected again after you remove the 1095-A, that means someone in your family or on your tax return had marketplace insurance and received the Advance Premium Tax Credit. Your return won't be able to be e-filed without Form 1095-A.

Login to your healthcare.gov account (create an account if you need to), download Form 1095-A and re-efile your tax return. If you confirm that there is not a Form 1095-A available at the ACA website, you have two choices:

File by Mail without the 1095-A.
Use Aamil's suggestion above. Adding the $1 will not affect your return, but it may prevent the rejection from occurring. The IRS is much more concerned with a missing 1095-A than they are with a 1095-A with $1 on it. And you want to avoid filing by mail if you can. The IRS is behind and has double digit million returns backlogged.

How to delete Form 1095-A. After you do this, go back to the ACA questions (search for aca and use the Jump to aca link) and answer NO (you did not receive a 1095), then submit your return again.

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